When I began my career in this industry, back in the mid-1980s, the investment world was a simple place. In terms of the information available to a budding portfolio manager, the height of cutting-edge sophistication was a small TV, tuned to BBC Ceefax (the world’s first teletext service) on which the latest figures for FTSE
Roeloff Horne discusses the global markets as we head in the Christmas break and the impact of the ANC election on the South African investment market. [Source: FMR101.3 – Lindsay Williams – December 18, 2017]
Economies need to set the right price This year has marked three anniversaries. The first was the 100 year anniversary of the Russian Revolution. The second was the 30 year anniversary of the 1987 crash. The third was the 10 year anniversary of the financial crisis. Not that many people would be celebrating these anniversaries.
Sometimes the best investment ideas are the ones that take you outside of your comfort zone. In July of 2015, I took a call from a sales guy, from whom we had previously bought a US equity manager, pitching an idea for a soon-to-be-launched fund investing in US Mortgage-Backed Securities (MBS). Not any old MBS
Andy Pfaff discusses the perfect storm for oil prices and the view going forward over the next year or two, as well as other commodity prices, with Lindsay Williams on the Fine Business Radio show. [Fine Business Radio – Lindsay Williams – December 11, 2017]
I recently attended Kilkenomics, in Kilkenny Ireland, and was incredibly privileged to hear from some of the greatest minds of our time. What, may you ask, is Kilkenomics? Well, simply put, it’s the world’s first festival of economics and comedy. Your next question surely has to be “How is that even possible?”. Well, the sessions